Can you set up an internal sales alert with custom fields?

Anonymous
Not applicable

Can you set up an internal sales alert with custom fields?

We have a custom CRM integration and are not using the SFDC CRM. I'd like to still send out Sales Alerts to the sales team when a lead takes an action in a program.

Sales Owner and Account Owner are not the field we use - instead we have a custom field integrated with our CRM. Is it still possible to send a sales alert to them?

Reference in Product Docs: Send Alert - Marketo Docs - Product Docs

6 REPLIES 6
Eric_Salamon1
Level 6

Re: Can you set up an internal sales alert with custom fields?

Maybe but it would be a little more work. you could always created the send alert and create options, then based on the criteria you can use specific email addresses. For example :

If custom field is blah

send alert to: none

CC: email address

else:

send alert to: none

CC: email address

and you can add more if statements in between to cover all your team.

SanfordWhiteman
Level 10 - Community Moderator

Re: Can you set up an internal sales alert with custom fields?

You don't need choices. An alert that's sent via trigger SC can use tokens in the "Send Other" textbox.

Eric_Salamon1
Level 6

Re: Can you set up an internal sales alert with custom fields?

Sanford,

If it is a custom field would you still be able to use the Marketo token? If it is great, it would be faster to do that.

SanfordWhiteman
Level 10 - Community Moderator

Re: Can you set up an internal sales alert with custom fields?

Sure, tokens are supported as long it's a trigger (not batch).

Anonymous
Not applicable

Re: Can you set up an internal sales alert with custom fields?

Thanks for your help! I'll put this into action today.

Eric_Salamon1
Level 6

Re: Can you set up an internal sales alert with custom fields?

Thanks for the info Sanford!